This episode is the second of a two-part special edition of the Gray to Great podcast, dissecting private assets in defined contribution plans with 2 special guests: Zachary Rosenoff, Director of Investments at Marsh McLennan Agency, and Charlotte Hickey, Director of National Accounts at BlackRock.
In this special episode of Gray to Great, host Dan Dal Degan engages in a rich conversation with guests Charlotte Hickey and Zachary Rosenoff about the evolving landscape of retirement planning and investment strategies in relation to the incorporation of private assets in defined contribution plans. They discuss the impact of recent legislation on retirement plans, the importance of understanding new terminology, and the need for financial advisors to build trust with clients. The conversation emphasizes the shift from focusing on optionality in investment choices to prioritizing participant outcomes, highlighting the growing role of alternative assets in retirement portfolios.
The opinions and thoughts expressed here are those of the individual speaker providing them based on their professional and personal experience and does not represent the views or opinions of Marsh & McLennan Agency, its parent companies or any of its affiliated companies.
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Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
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